EVERGREEN WEALTH MANAGEMENT, LLC
CRD #174090 SEC #801-125737 WILLIAMSTON, MI (517) 655-2118
SEC Registered
Total AUM
$211M
Discretionary
$211M
Employees
8
Clients
--
Accounts
1,458
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $211M | $211M | $0 | 8 | 0 |
| Mar 2025 | $211M | $211M | $0 | 7 | 0 |
| Sep 2024 | $174.5M | $174.5M | $0 | 7 | 0 |
| Mar 2024 | $174.5M | $174.5M | $0 | 7 | 0 |
| Mar 2023 | $142.9M | $142.9M | $0 | 7 | 0 |
| Nov 2022 | $119.4M | $119.4M | $0 | 7 | 0 |
| Jun 2022 | $119.4M | $119.4M | $0 | 7 | 0 |
| Apr 2022 | $119.4M | $119.4M | $0 | 7 | 0 |
DateSep 2025
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees7
Clients0
DateSep 2024
Total AUM$174.5M
Discretionary$174.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$174.5M
Discretionary$174.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees7
Clients0
DateNov 2022
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees7
Clients0
DateJun 2022
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees7
Clients0
DateApr 2022
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees7
Clients0